.png)
This program reviews distribution rules and when taxpayers must take distributions, as well as how to calculate Retirement Minimum Distributions (RMD).
*Webinar recorded for replay for IRS credit only

Randy manages two accounting offices near Des Moines, IA. He has been preparing taxes since 1992. He really enjoys meeting with fellow tax preparers and has traveled to many states as a tax instructor. When not working with clients or out on the road instructing, he enjoys hiking in the National Parks or exploring the bike trails in the Midwest.
2 IRS CE / 2 NASBA CPE*
"Our best deal is always to become a monthly subscriber"
Varies
Tax Practice Pro’s 2024 Trusts & Estates Webinar Series provides tax professionals with on-demand, IRS CE-approved training on estate planning, retirement strategies, entity selection, energy credits, client-specific tax planning, and common compliance issues, offering practical guidance to maximize client outcomes.
2 IRS CE/2 CTEC CE/2 NASBA CPE*
Learn how to accurately complete IRS Form 706 with a focus on properly reporting the value of a deceased person's assets for DSUE (Deceased Spousal Unused Exclusion) purposes. This course guides you through the essential steps, including how to handle situations where the estate exceeds the annual exclusion amount. Clear examples and practical scenarios will be provided to help you apply the concepts with confidence. "Our best deal is always to become a monthly subscriber"